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About the Role

Our Private Client team is growing, and we’re seeking a Trust Specialist to join them. You will take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees, and professional intermediaries. This role involves delivering bespoke trust and estate planning advice.

Responsibilities

• Manage a portfolio of UK trusts and estates, delivering a first-class client experience.
• Review and oversee trust tax returns and annual compliance obligations.
• Review trust accounts and ensure all reporting requirements are met accurately and efficiently.
• Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects.
• Manage trust account administration.
• Build and nurture strong relationships with clients and third-party advisers.
• Coach, mentor and develop junior team members, helping them grow their technical and commercial skills.
• Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.

Requirements

• Significant experience managing trusts, estates and related tax matters.
• Strong knowledge of trust taxation, inheritance tax and estate administration.
• Experience reviewing trust accounts and managing annual trust compliance processes.
• Excellent client relationship management skills and the confidence to act as a trusted adviser.
• The ability to lead, coach and develop more junior team members.

Skills

• Trust management
• Estate administration
• Taxation
• Inheritance tax planning
• Client relationship management
• Coaching
• Mentoring

Location

• Remote
• In office
• With clients

Work Type

• Flexible approach to work

Experience Level

• Significant experience

Education Level

• CTA, STEP or equivalent qualification/experience

Benefits

• Generous holiday entitlement
• Enhanced parental leave policy
• Enhanced pension scheme
• No dress code
• Multi-award-winning wellbeing offering
• Volunteering opportunities

About the Company

• Cooper Parry are known as the 'rebels of accountancy'. They are straight-talking and put people and relationships before products and services.
• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and are the UK’s largest accountancy B Corp.
• Achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

Equal Opportunity

• As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
• Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.